This Week in Barrons: 12.15.2024

 

Read this week's blog post:  https://www.linkedin.com/pulse/week-barrons-12152024-r-f-culbertson-xtyxc 

Markets are Breaking Bad. 

• It’s scary to see traders selling their losers at 52-week lows and piling into the Mag-7 winners. 
• Friday (12.20) could be the largest ($5T) options expiration in history. 
• Re-inflation is igniting commodities vs stocks vs bonds discussions: commodities are winners in a resurging economy, and bonds are winners in a recession. 
• Bitcoin continues to gain adoption … slowly - then suddenly. 

Please feel free to read the blog post: #investing #stocks #bonds #options

This Week in Barrons: 12.8.2024

 

https://www.linkedin.com/pulse/week-barrons-1282024-r-f-culbertson-nbyoc 

This market is behaving like a bad soap-opera.  (a) Key sectors are pivoting and hemorrhaging value – while tech is powering higher.  (b) Stocks are trading on holiday volume – while option volume is soaring.  (c) And the SKEW is at all-time-highs – causing Puts / hedges to be bought like they’re going out of style. What’s goin’ on?  Please feel free to read the blog post: #investing #stocks #bonds #options

This Week in Barrons: 12.1.2024

 

This Week in Barrons: 12.1.2024

The S&Ps closed up ~6% in November (+26.47% YTD).  Among all the bullish, euphoric indicators, we have a stocks-to-bonds ratio that is stretched, divergent, and often self-correcting.  We also have the highest hedging activity in history – which begs the question: Did the Santa Claus Rally come early?  Please feel free to read the blog post: #investing #stocks #bonds #options